IFG
HTY

Independent Financial Group’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Independent Financial Group’s Portfolio HTY Stock Details HTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-11,250
Closed -$56.4K – 511
2020
Q1 		$56.4K Buy
+11,250
New +$72.1K 0.02% 401

Other funds holding HTY

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Independent Financial Group's HTY Position: Q2 2020 in Review

Independent Financial Group sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2020, closing a stake of 11,250 shares — an estimated $56.4K sold.

Independent Financial Group first reported a position in HTY in Q1 2020 and held it in 1 quarter. The position peaked at $56.4K in Q1 2020. 29 funds tracked by Wall St. Rank hold HTY as of Q2 2020.

  • Independent Financial Group reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 11,250 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2020, an estimated $56.4K.
  • Independent Financial Group first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $56.4K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.